EndNote and Bibliographic Management Software: EndNote X5

Software: EndNote - Newest version available

1. Choose the appropriate download link from the box above.
2. Click on the link endnotex5.zip file and
3. Save the file endnotex5.zip to a temporary area on your c: drive. (VERY IMPORTANT TO SAVE IT FIRST BEFORE INSTALLING)
4. Locate the zipped file on your c: drive.
5. Right click the file and choose Extract All. (VERY IMPORTANT)
6. Within the newly created folder, double click on the file ENX5Inst.msi to install the software. Accept all default options.
7. EndNote can now be accessed through your computer's Start Menu: "Start> Programs> EndNote> EndNote Program.

If you need assistance please contact the the reference area or call 812.237.2580.

System Requirement:
Windows 2000 or XP, Pentium 450 MHz or faster processor, at least 256 MB of available RAM and at least 180 MB of free space.

Save the following citation styles to the folder located at
C:\Program Files\EndNote X5\Styles
to be able to use them in EndNote

Please contact the ISU Library to request a workshop.

EndNote is a bibliographic management software. This software will store, create, and manage your citation information and format and insert the citations for you into a Microsoft Word document. The many existing citation styles follow very strict rules. Computers are excellent at following rules so a software program that formats citations for you can work very well. But computers are not good at exceptions to rules. For this reason, you still must learn the rules of your citation style(s) so that you can tell EndNote when to make an exception.

EndNote is very useful if you will be writing many papers or if you are working on a long-term research project where you expect to collect many, many citations. However, it does take time to learn so do not try to learn EndNote for a paper due only a few days later.

The Indiana State University Library has a site license to EndNote to make it freely available to ISU faculty, staff, and students. Those not affiliated with ISU must purchase the software.

EndNote X5 is available to download.

To install any EndNote updates, EndNote X5 users are recommended to use Program Updates in EndNote. Alternatively, you may use the EndNote Update link below.

1. Open EndNote.
2. Go to the Help menu > EndNote Program Updates.
3. Follow the instructions to complete the update.

EnNote installs a Sample Library for training purposes. It is (usually) installed at

C:\Program Files\EndNote\Examples

EndNote.com schedule of upcoming Endnote classes. When clicked, the training schedule allows you to change to your time zone.

World Time Zones: http://www.timeanddate.com/worldclock/

Indiana Time Zones: http://www.timetemperature.com/tzus/indiana_time_zone.shtml

EndNote can import records from the Fusion Catalog.

1. Enter the Fusion Catalog by doing a search.
2. In the upper right hand corner of the window, click Login.
3. Login to your Account.
   1. From your ISU ID card, enter your Library Barcode number (2922...) or your University ID Number.
   2. Enter your PIN. (If you do not have one, proceed to the next step.)
   3. Click Login. (If you did not have a PIN, you will be asked to create one now.)
4. Do your search in the Fusion Catalog.
5. For each record you wish to save, click Add to list.
6. After you have saved your records, in the upper right hand corner of the window, click My Lists.
7. Save your records to a list by selecting the appropriate list name and clicking Add. 
   1. A popup window confirms that your records have been saved. Click Close.
8. Click My Account.
9. Click on the name of the List you wish to import.
10. Mark the records you wish to import.
11. Click Export List.
    1. Select EndNote/RefWorks.
    2. Select Send List to Local Disk.
    3. Select the records you wish to save.
    4. Click Submit.
    5. Select the location on your hard drive where you wish to save the file and name it.
12. Go to EndNote and open the library to which you wish to add records.
13. Click File > Import > File.
    1. Click Choose and browse to the file you wish to import.
    2. As an Import Option, select Refer/BibIX
    3. Select the Duplicates option you wish.
    4. Select a Text Translation of No Translation.
    5. Select Import.
14. Your records will import into EndNote.

To import records from CQ Researcher into EndNote,

1. Open the EndNote library to which you wish to import records.
2. In CQ Researcher, click on the record you wish to import.
3. In the blue header at the top of the window, click Cite Now!
4. The citation is displayed. In the dropdown menu, select Export citation to EndNote.
5. The record appears in the EndNote library.

CQ Researcher records may not import the date correctly. You will need to manually correct the Year and Date fields in the EndNote records. In addition, the volume number will not import and you will have to manually enter it.

You can use this Word document to practice Cite While You Write in EndNote. The text is taken from our Web site. For instructional purposes only.